Enjoy!
(i) Charlie Munger - A Conversation with Charlie Munger & John Collison (podcast)
Really good listen. Also see: Felix Stocker: The Founder from Merna. And: Graham & Doddsville: Fall 2023 Issue— linked for the interview with Yaron Naymark. (Long dentalcorp)
(ii) Issue #2: Nearshoring is Booming
Matt Silver is building a very cool freightech startup focused on cross-boarder freight.
(iii) Milei on Equity
The idea that American media frequently compares Milei to Trump and as “far right” is interesting. Also see: Odd Lots: Lots More with Brad Setser. This experiment is going to be one to watch. Ending stagnation: A New Economic Strategy for Britain some brutal data points and some ideas about how to fix it.
(iv) Austin Vernon: In Defense of Electricity Markets
Hard to summarize but interesting throughout. Also see: John Arnold: 23 random musings of the massive changes seen in energy and climate in the US over past 5 years
(v) Flowing Data: ER visits for Christmas decoration injuries
Also see: Gingerbread Cloisters.
(vi) More year-end lists:
Tom Whitwell: 52 things I learned in 2023
Marginal Revolution: Best movies of 2023
The 2023 War on the Rocks Holiday Reading List
(vii) Every Noise at Once
Just thought this was cool. Also see: Best of Turkish Music 2023.